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Campbell & Co Investment Adviser’s HealthEquity HQY Stock Holding History

Campbell & Co Investment Adviser’s Portfolio HQY Stock Details HQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.88M Sell
20,767
-184
-0.9% -$15.6K 0.1% 339
2026
Q1 		$1.75M Buy
20,951
+8,776
+72% +$720K 0.1% 321
2025
Q4 		$1.12M Buy
12,175
+1,786
+17% +$171K 0.05% 523
2025
Q3 		$985K Sell
10,389
-6,529
-39% -$614K 0.07% 428
2025
Q2 		$1.77M Buy
16,918
+12,974
+329% +$1.23M 0.11% 281
2025
Q1 		$349K Sell
3,944
-8,762
-69% -$899K 0.03% 805
2024
Q4 		$1.22M Buy
+12,706
New +$1.18M 0.09% 320
2024
Q3 		– Sell
-5,805
Closed -$500K – 1199
2024
Q2 		$500K Sell
5,805
-4,081
-41% -$330K 0.04% 653
2024
Q1 		$807K Buy
9,886
+1,691
+21% +$132K 0.07% 487
2023
Q4 		$543K Buy
8,195
+254
+3% +$17.6K 0.05% 669
2023
Q3 		$580K Buy
7,941
+3,908
+97% +$264K 0.07% 454
2023
Q2 		$255K Buy
+4,033
New +$234K 0.05% 723
2022
Q4 		– Sell
-17,096
Closed -$1.15M – 872
2022
Q3 		$1.15M Buy
+17,096
New +$1.08M 0.26% 97
2021
Q1 		– Sell
-3,314
Closed -$231K – 512
2020
Q4 		$231K Buy
+3,314
New +$206K 0.14% 321
2020
Q1 		– Sell
-7,185
Closed -$532K – 241
2019
Q4 		$532K Buy
7,185
+3,299
+85% +$206K 0.16% 215
2019
Q3 		$222K Buy
+3,886
New +$258K 0.08% 508
2018
Q4 		– Sell
-8,190
Closed -$773K – 398
2018
Q3 		$773K Buy
8,190
+2,000
+32% +$172K 0.53% 23
2018
Q2 		$465K Sell
6,190
-400
-6% -$28.7K 0.36% 77
2018
Q1 		$399K Buy
+6,590
New +$357K 0.34% 95
2017
Q4 		– Sell
-4,772
Closed -$241K – 446
2017
Q3 		$241K Buy
4,772
+553
+13% +$25.7K 0.19% 232
2017
Q2 		$210K Buy
+4,219
New +$197K 0.2% 248

Other funds holding HQY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Campbell & Co Investment Adviser's HQY Position: Q2 2026 in Review

Campbell & Co Investment Adviser reduced its HealthEquity (HQY) stake by 0.88% in Q2 2026, selling an estimated $15.6K and leaving 20,767 shares worth $1.88M. The position accounts for 0.1% of the portfolio, ranked #339.

Campbell & Co Investment Adviser first reported a position in HQY in Q2 2017 and has held it in 21 quarters since. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Campbell & Co Investment Adviser held 20,767 shares of HealthEquity worth $1.88M as of Q2 2026.
  • Campbell & Co Investment Adviser sold 184 HealthEquity shares in Q2 2026, an estimated $15.6K.
  • HealthEquity made up 0.1% of Campbell & Co Investment Adviser's portfolio in Q2 2026, its #339 holding.
  • Campbell & Co Investment Adviser first reported a position in HealthEquity in Q2 2017 and has held it in 21 quarters since.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Campbell & Co Investment Adviser's 13F filing for Q2 2026, filed 3 Aug 2026.